Take Point on Retirement https://takepointwealth.podbean.com At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more. Thu, 14 May 2026 11:07:03 -0400 https://podbean.com/?v=5.5 en us All rights reserved Business:Investing 1440 episodic Erick Arnett Erick Arnett No false https://pbcdn1.podbean.com/imglogo/image-logo/11267175/TakePoint-Show-Podcast_9dpiaq.png Take Point on Retirement https://takepointwealth.podbean.com 144 144 Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans https://takepointwealth.podbean.com/e/podcast-extra-beyond-the-battlefield-smart-money-moves-for-service-members-and-veterans/ https://takepointwealth.podbean.com/e/podcast-extra-beyond-the-battlefield-smart-money-moves-for-service-members-and-veterans/#comments Thu, 14 May 2026 11:07:03 -0400 takepointwealth.podbean.com/31d69a63-f108-3677-975d-98a6351c77dd
  • Finding a purpose -  For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world.
  • Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck.
  • Financial Options - Several powerful financial vehicles are available specifically for former service members.

    •  

    ---

    📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

    https://www.wxjbfm.com/

    🌐 Visit our website:

     https://takepointwealth.com/

    🎧 Listen to the podcast:

    https://takepointwealth.podbean.com/

    📺 Subscribe on YouTube:

    https://www.youtube.com/@TakePointOnRetirement

    ---

    📞Connect with Erick Arnett:

    Phone (Tampa Bay) --- (352) 707-2889

    Phone (Nationwide Clients) --- (888) 991-1287

    Email --- Erick@takepointwealth.com

    Website --- https://takepointwealth.com/

    LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

    👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

    ---

    Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

    Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

    --

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

     

    ]]>
  • Finding a purpose -  For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world.
  • Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck.
  • Financial Options - Several powerful financial vehicles are available specifically for former service members.

    •  

    ---

    📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

    https://www.wxjbfm.com/

    🌐 Visit our website:

     https://takepointwealth.com/

    🎧 Listen to the podcast:

    https://takepointwealth.podbean.com/

    📺 Subscribe on YouTube:

    https://www.youtube.com/@TakePointOnRetirement

    ---

    📞Connect with Erick Arnett:

    Phone (Tampa Bay) --- (352) 707-2889

    Phone (Nationwide Clients) --- (888) 991-1287

    Email --- Erick@takepointwealth.com

    Website --- https://takepointwealth.com/

    LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

    👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

    ---

    Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

    Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

    --

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

     

    ]]>     Erick Arnett false No 132 273 full     The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy The Retirement Intelligence Report - Advanced Strategies for Income, Taxes, and Legacy https://takepointwealth.podbean.com/e/the-retirement-intelligence-report-advanced-strategies-for-income-taxes-and-legacy/ https://takepointwealth.podbean.com/e/the-retirement-intelligence-report-advanced-strategies-for-income-taxes-and-legacy/#comments Fri, 08 May 2026 16:16:01 -0400 takepointwealth.podbean.com/c3ee96e3-9802-321f-a53c-87af2cba5ede This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia answer the question of will your money last, plus the expense that can really derail your retirement plan, and Taxes, Legacy & Leaving a Plan Behind.

    Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

    Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

    Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

    ---

    📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

    https://www.wxjbfm.com/

    🌐 Visit our website:

     https://takepointwealth.com/

    🎧 Listen to the podcast:

    https://takepointwealth.podbean.com/

    📺 Subscribe on YouTube:

    https://www.youtube.com/@TakePointOnRetirement

    ---

    📞Connect with Erick Arnett:

    Phone (Tampa Bay) --- (352) 707-2889

    Phone (Nationwide Clients) --- (888) 991-1287

    Email --- Erick@takepointwealth.com

    Website --- https://takepointwealth.com/

    LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

    👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

    ---

    Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

    Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

    --

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

     

    ]]>     This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia answer the question of will your money last, plus the expense that can really derail your retirement plan, and Taxes, Legacy & Leaving a Plan Behind.

    Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

    Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

    Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

    ---

    📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

    https://www.wxjbfm.com/

    🌐 Visit our website:

     https://takepointwealth.com/

    🎧 Listen to the podcast:

    https://takepointwealth.podbean.com/

    📺 Subscribe on YouTube:

    https://www.youtube.com/@TakePointOnRetirement

    ---

    📞Connect with Erick Arnett:

    Phone (Tampa Bay) --- (352) 707-2889

    Phone (Nationwide Clients) --- (888) 991-1287

    Email --- Erick@takepointwealth.com

    Website --- https://takepointwealth.com/

    LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

    👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

    ---

    Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

    Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

    --

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

     

    ]]>     Erick Arnett false No 3572 272 full     Estate Planning: The Beneficiary Mistake That Can Cost You Everything Estate Planning: The Beneficiary Mistake That Can Cost You Everything https://takepointwealth.podbean.com/e/estate-planning-the-beneficiary-mistake-that-can-cost-you-everything/ https://takepointwealth.podbean.com/e/estate-planning-the-beneficiary-mistake-that-can-cost-you-everything/#comments Fri, 01 May 2026 20:52:50 -0400 takepointwealth.podbean.com/e88c72a4-94cc-390a-8a8b-5af6934e3c0b This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia why beneficiaries trump your will, tax traps and hidden consequences, and the keys to performing a simple beneficiary audit.

    Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

    Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

    Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

    ---

    📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

    https://www.wxjbfm.com/

    🌐 Visit our website:

    https://takepointwealth.com/

    🎧 Listen to the podcast:

    https://takepointwealth.podbean.com/

    📺 Subscribe on YouTube:

    https://www.youtube.com/@TakePointOnRetirement

    ---

    📞Connect with Erick Arnett:

    Phone (Tampa Bay) --- (352) 707-2889

    Phone (Nationwide Clients) --- (888) 991-1287

    Email --- Erick@takepointwealth.com

    Website --- https://takepointwealth.com/

    LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

    👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

    ---

    Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

    Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

    --

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

     

     

    ]]>     This week on Take Point on Retirement, Financial Advisor Erick Arnett, and Host Jim Tarabocchia why beneficiaries trump your will, tax traps and hidden consequences, and the keys to performing a simple beneficiary audit.

    Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show!

    Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to Take Point on Retirement for more episodes and leave us a review!

    Have questions about retirement planning, financial planning, 401(k) analysis, and portfolio management? Connect with Erick and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

    ---

    📻 Listen LIVE every Saturday at 7:30 AM ET and Sunday at 8:30 AM ET on News + Talk 99.9 WXJB:

    https://www.wxjbfm.com/

    🌐 Visit our website:

    https://takepointwealth.com/

    🎧 Listen to the podcast:

    https://takepointwealth.podbean.com/

    📺 Subscribe on YouTube:

    https://www.youtube.com/@TakePointOnRetirement

    ---

    📞Connect with Erick Arnett:

    Phone (Tampa Bay) --- (352) 707-2889

    Phone (Nationwide Clients) --- (888) 991-1287

    Email --- Erick@takepointwealth.com

    Website --- https://takepointwealth.com/

    LinkedIn --- https://www.linkedin.com/in/erick-jon-arnett-4b3bbb7

    👍 Like, Comment, and Subscribe for more content on retirement planning, financial planning, 401(k) analysis, and portfolio management

    ---

    Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today. Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

    Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

    --

    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Rotchford & Associates are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

     

     

    ]]>     Erick Arnett false No 3469 271 full     Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James Guest Michael Forslund with Fairway Home Mortgage talks with Erick and James https://takepointwealth.podbean.com/e/guest-michael-forslund-with-fairway-home-mortgage-talks-with-erick-and-james/ https://takepointwealth.podbean.com/e/guest-michael-forslund-with-fairway-home-mortgage-talks-with-erick-and-james/#comments Sat, 21 Mar 2026 08:00:00 -0400 takepointwealth.podbean.com/6d30bca1-955b-3f42-98b2-639ffa37d603 Erick Arnett false No 3441 270 full Tactical vs. Passive in Retirement Tactical vs. Passive in Retirement https://takepointwealth.podbean.com/e/tactical-vs-passive-in-retirement/ https://takepointwealth.podbean.com/e/tactical-vs-passive-in-retirement/#comments Thu, 19 Mar 2026 10:52:56 -0400 takepointwealth.podbean.com/047d064e-1655-3425-a720-23a0d1eccbac Erick Arnett false No 3441 269 full 5 Tips for a Happy Retirement 5 Tips for a Happy Retirement https://takepointwealth.podbean.com/e/5-tips-for-a-happy-retirement/ https://takepointwealth.podbean.com/e/5-tips-for-a-happy-retirement/#comments Thu, 05 Feb 2026 14:52:12 -0500 takepointwealth.podbean.com/87abc10e-83c7-32d4-beb9-bdc2d0622850 Erick Arnett false No 3441 268 full Key Habits of Upper Class Retirees Key Habits of Upper Class Retirees https://takepointwealth.podbean.com/e/key-habits-of-upper-class-retirees-1770320788/ https://takepointwealth.podbean.com/e/key-habits-of-upper-class-retirees-1770320788/#comments Thu, 05 Feb 2026 14:46:28 -0500 takepointwealth.podbean.com/24c0de45-6a05-3591-94f9-6d3cd52bcb3c Erick Arnett false No 3435 267 full The Markets The Markets https://takepointwealth.podbean.com/e/the-markets/ https://takepointwealth.podbean.com/e/the-markets/#comments Mon, 12 Jan 2026 08:00:00 -0500 takepointwealth.podbean.com/5ce4853a-ca91-3c85-b60e-71cf4fc5268a Erick Arnett false No 3435 264 full The Next Chapter: A Christmas Guide to Retirement The Next Chapter: A Christmas Guide to Retirement https://takepointwealth.podbean.com/e/the-next-chapter-a-christmas-guide-to-retirement/ https://takepointwealth.podbean.com/e/the-next-chapter-a-christmas-guide-to-retirement/#comments Thu, 08 Jan 2026 14:59:46 -0500 takepointwealth.podbean.com/9937cebd-83a0-3f9a-bfec-665427515bc1 Erick Arnett false No 3418 266 full The Top 5 Financial Stages of Life The Top 5 Financial Stages of Life https://takepointwealth.podbean.com/e/the-top-5-financial-stages-of-life/ https://takepointwealth.podbean.com/e/the-top-5-financial-stages-of-life/#comments Thu, 08 Jan 2026 14:59:07 -0500 takepointwealth.podbean.com/98c3b4fb-e6ed-3c4f-b4ff-395176c2deed Erick Arnett false No 3435 265 full Key Habits of Upper-Class Retirees Key Habits of Upper-Class Retirees https://takepointwealth.podbean.com/e/key-habits-of-upper-class-retirees/ https://takepointwealth.podbean.com/e/key-habits-of-upper-class-retirees/#comments Mon, 24 Nov 2025 08:00:00 -0500 takepointwealth.podbean.com/48b6f097-7de9-3de8-ab37-4c86f2e4c61c Erick Arnett false No 3441 263 full The Longevity Challenge The Longevity Challenge https://takepointwealth.podbean.com/e/the-longevity-challenge-1763738576/ https://takepointwealth.podbean.com/e/the-longevity-challenge-1763738576/#comments Fri, 21 Nov 2025 10:22:56 -0500 takepointwealth.podbean.com/6524a01c-c0ff-3f8f-9435-0f2b06fa0a4a Erick Arnett false No 3441 262 full Steps to Help Your Retirement Savings Steps to Help Your Retirement Savings https://takepointwealth.podbean.com/e/steps-to-help-your-retirement-savings/ https://takepointwealth.podbean.com/e/steps-to-help-your-retirement-savings/#comments Mon, 10 Nov 2025 08:00:00 -0500 takepointwealth.podbean.com/2168fca2-90e5-300e-9f9f-82dafc710f99 Erick Arnett false No 3434 261 full Volatility Volatility https://takepointwealth.podbean.com/e/volatility/ https://takepointwealth.podbean.com/e/volatility/#comments Mon, 03 Nov 2025 08:00:00 -0500 takepointwealth.podbean.com/6989956e-8a31-3cd8-8cd9-699b1c9fd403 Erick Arnett false No 3434 260 full Estate & Legacy Planning Estate & Legacy Planning https://takepointwealth.podbean.com/e/estate-legacy-planning-1761319691/ https://takepointwealth.podbean.com/e/estate-legacy-planning-1761319691/#comments Mon, 27 Oct 2025 08:00:00 -0400 takepointwealth.podbean.com/95874bed-e880-3404-9573-dcc03f231158 Erick Arnett false No 3427 259 full Creating a Lasting Legacy Creating a Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1760555155/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1760555155/#comments Mon, 20 Oct 2025 08:00:00 -0400 takepointwealth.podbean.com/e23237f1-4275-397c-a4a6-b8327f001ef1 Erick Arnett false No 3434 258 full Creating a Lasting Legacy Creating a Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1758903656/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1758903656/#comments Mon, 29 Sep 2025 08:00:00 -0400 takepointwealth.podbean.com/7a2e801f-aba3-374a-b326-358f0f88cea6 Erick Arnett false No 3434 257 full Estate and Legacy Planning Estate and Legacy Planning https://takepointwealth.podbean.com/e/estate-legacy-planning/ https://takepointwealth.podbean.com/e/estate-legacy-planning/#comments Thu, 04 Sep 2025 15:18:53 -0400 takepointwealth.podbean.com/41752608-7b57-319a-899d-01b6ab4b4d51 Erick Arnett false No 3438 256 full Estate and Legacy Planning Estate and Legacy Planning https://takepointwealth.podbean.com/e/estate-and-legacy-planning/ https://takepointwealth.podbean.com/e/estate-and-legacy-planning/#comments Mon, 01 Sep 2025 08:00:00 -0400 takepointwealth.podbean.com/ca7d3a84-9712-3ccc-b28f-7f20e43078c1 Erick Arnett false No 3438 254 full 5 Strategic Steps to Help Elevate Your Retirement Savings 5 Strategic Steps to Help Elevate Your Retirement Savings https://takepointwealth.podbean.com/e/5-strategic/ https://takepointwealth.podbean.com/e/5-strategic/#comments Fri, 29 Aug 2025 10:19:25 -0400 takepointwealth.podbean.com/1da3592a-c4dd-3a06-8c4b-eb40702a28f1 Erick Arnett false No 3434 255 full The Longevity Challenge The Longevity Challenge https://takepointwealth.podbean.com/e/the-longevity-challenge-1755277489/ https://takepointwealth.podbean.com/e/the-longevity-challenge-1755277489/#comments Mon, 18 Aug 2025 08:00:00 -0400 takepointwealth.podbean.com/a47252a3-691e-39ba-b155-163e4043f897 Erick Arnett false No 3441 253 full Preserving & Optimizing Your 401K Preserving & Optimizing Your 401K https://takepointwealth.podbean.com/e/preserving-optimizing-your-401k-1755277197/ https://takepointwealth.podbean.com/e/preserving-optimizing-your-401k-1755277197/#comments Fri, 15 Aug 2025 12:59:57 -0400 takepointwealth.podbean.com/14bf97d3-09d5-3880-9e86-97d0c288bdc6 Erick Arnett false No 3438 252 full The Longevity Challenge The Longevity Challenge https://takepointwealth.podbean.com/e/the-longevity-challenge-1753459870/ https://takepointwealth.podbean.com/e/the-longevity-challenge-1753459870/#comments Mon, 28 Jul 2025 08:00:00 -0400 takepointwealth.podbean.com/c4b854d5-5909-30dc-af28-cd798f1d5c89 Erick Arnett false No 3441 251 full The Longevity Challenge The Longevity Challenge https://takepointwealth.podbean.com/e/the-longevity-challenge/ https://takepointwealth.podbean.com/e/the-longevity-challenge/#comments Mon, 21 Jul 2025 08:00:00 -0400 takepointwealth.podbean.com/7c7497ac-74e9-3ad5-9b7b-72b1966f4a5d Erick Arnett false No 3441 250 full 5 Strategic Steps to Help Elevate Your Retirement Savings 5 Strategic Steps to Help Elevate Your Retirement Savings https://takepointwealth.podbean.com/e/five-strategic-steps-to-help-elevate-your-retirement-savings/ https://takepointwealth.podbean.com/e/five-strategic-steps-to-help-elevate-your-retirement-savings/#comments Mon, 14 Jul 2025 08:00:00 -0400 takepointwealth.podbean.com/755decae-2304-3a61-9a85-3d250a698efa Erick Arnett false No 3434 249 full 5 Strategic Steps to Help Elevate Your Retirement Savings 5 Strategic Steps to Help Elevate Your Retirement Savings https://takepointwealth.podbean.com/e/5-strategic-steps-to-help-elevate-your-retirement-savings/ https://takepointwealth.podbean.com/e/5-strategic-steps-to-help-elevate-your-retirement-savings/#comments Mon, 07 Jul 2025 15:26:33 -0400 takepointwealth.podbean.com/a115ac17-c3fe-3940-9daf-d98d10835faa Erick Arnett false No 3434 248 full Retirement Income Blueprint Retirement Income Blueprint https://takepointwealth.podbean.com/e/retirement-income-blueprint-1750962144/ https://takepointwealth.podbean.com/e/retirement-income-blueprint-1750962144/#comments Mon, 30 Jun 2025 08:00:00 -0400 takepointwealth.podbean.com/845bff2f-1a8f-3fba-9756-9de94addf24e Erick Arnett false No 3434 247 full Taxes in Retirement Taxes in Retirement https://takepointwealth.podbean.com/e/taxes-in-retirement-1750433664/ https://takepointwealth.podbean.com/e/taxes-in-retirement-1750433664/#comments Mon, 23 Jun 2025 08:00:00 -0400 takepointwealth.podbean.com/c2bbea2f-5b9a-3bc4-aa2d-7686e701b684 Erick Arnett false No 3434 246 full Retirement Income Blueprint Retirement Income Blueprint https://takepointwealth.podbean.com/e/retirement-income-blueprint-1749744876/ https://takepointwealth.podbean.com/e/retirement-income-blueprint-1749744876/#comments Mon, 16 Jun 2025 08:00:00 -0400 takepointwealth.podbean.com/b13e1866-2648-334e-9d2a-89b3bbe569ca Erick Arnett false No 3434 245 full Creating a Lasting Legacy Creating a Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1749157678/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1749157678/#comments Mon, 09 Jun 2025 08:00:00 -0400 takepointwealth.podbean.com/cce7e3b0-5808-3b7f-a11b-b68b07cc7004 Erick Arnett false No 3434 244 full Retirement Income Blueprint Retirement Income Blueprint https://takepointwealth.podbean.com/e/retirement-income-blueprint-1748554944/ https://takepointwealth.podbean.com/e/retirement-income-blueprint-1748554944/#comments Mon, 02 Jun 2025 08:00:00 -0400 takepointwealth.podbean.com/320278a4-ef40-3cff-8d9b-10e6d9cb7590 Erick Arnett false No 3434 243 full Stagflation Stagflation https://takepointwealth.podbean.com/e/retirement-income-blueprint-1748554810/ https://takepointwealth.podbean.com/e/retirement-income-blueprint-1748554810/#comments Thu, 29 May 2025 17:40:10 -0400 takepointwealth.podbean.com/b03cd4c8-b9a6-3a39-871c-ebac85f745fe Erick Arnett false No 3444 242 full Taxes in Retirement Taxes in Retirement https://takepointwealth.podbean.com/e/take-point-on-retirement-taxes-in-retirement-may-17-2025/ https://takepointwealth.podbean.com/e/take-point-on-retirement-taxes-in-retirement-may-17-2025/#comments Thu, 29 May 2025 17:38:43 -0400 takepointwealth.podbean.com/b4df7966-3cb0-3ce2-861d-5d30992e65aa Erick Arnett false No 3442 241 full Retirement Income Blueprint Retirement Income Blueprint https://takepointwealth.podbean.com/e/retirement-income-blueprint/ https://takepointwealth.podbean.com/e/retirement-income-blueprint/#comments Mon, 12 May 2025 08:00:00 -0400 takepointwealth.podbean.com/bbd09bde-cea1-3c2b-be4f-4a1abeb9a39d Erick Arnett false No 3444 240 full Prepare for a Possible Recession Prepare for a Possible Recession https://takepointwealth.podbean.com/e/prepare-for-a-possible-recession-1746134171/ https://takepointwealth.podbean.com/e/prepare-for-a-possible-recession-1746134171/#comments Mon, 05 May 2025 08:00:00 -0400 takepointwealth.podbean.com/b1b2985f-4adb-3cde-a172-72e517b8b63b Erick Arnett false No 3443 239 full Top 5 Ways to Stay Active in Retirement Top 5 Ways to Stay Active in Retirement https://takepointwealth.podbean.com/e/top-5-ways-to-stay-active-in-retirement/ https://takepointwealth.podbean.com/e/top-5-ways-to-stay-active-in-retirement/#comments Mon, 28 Apr 2025 08:00:00 -0400 takepointwealth.podbean.com/7fd7c479-0ecd-3764-ab06-5c15b79ae50b Erick Arnett false No 3441 238 full The Five Financial Stages The Five Financial Stages https://takepointwealth.podbean.com/e/protect-your-retirement-from-hidden-objects/ https://takepointwealth.podbean.com/e/protect-your-retirement-from-hidden-objects/#comments Mon, 21 Apr 2025 08:00:00 -0400 takepointwealth.podbean.com/1551fa8a-2125-3a27-ba92-6a2d3fb1208a Erick Arnett false No 3441 237 full Prepare for a Possible Recession Prepare for a Possible Recession https://takepointwealth.podbean.com/e/prepare-for-a-possible-recession/ https://takepointwealth.podbean.com/e/prepare-for-a-possible-recession/#comments Mon, 14 Apr 2025 08:00:00 -0400 takepointwealth.podbean.com/0857e42c-c0e3-3af4-9110-86d07a760f06 Erick Arnett false No 3441 236 full Taxes in Retirement Taxes in Retirement https://takepointwealth.podbean.com/e/taxes-in-retirement-1744381490/ https://takepointwealth.podbean.com/e/taxes-in-retirement-1744381490/#comments Fri, 11 Apr 2025 10:24:50 -0400 takepointwealth.podbean.com/be59a0c1-47be-37b8-b5b8-e52a03221364 Erick Arnett false No 3441 235 full Creating a Lasting Legacy Creating a Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1744381194/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1744381194/#comments Fri, 11 Apr 2025 10:19:54 -0400 takepointwealth.podbean.com/7ba78433-4834-34a7-b59a-40858eee6649 Erick Arnett false No 3443 234 full Tackling the Twin Threats Tackling the Twin Threats https://takepointwealth.podbean.com/e/tackling-the-twin-threats-1741900107/ https://takepointwealth.podbean.com/e/tackling-the-twin-threats-1741900107/#comments Mon, 17 Mar 2025 08:00:00 -0400 takepointwealth.podbean.com/5d79c1ea-2007-35b5-a9e7-c742aa1e1421 Erick Arnett false No 3442 233 full The Five Financial Stages The Five Financial Stages https://takepointwealth.podbean.com/e/the-five-financial-stages-1741296115/ https://takepointwealth.podbean.com/e/the-five-financial-stages-1741296115/#comments Mon, 10 Mar 2025 08:00:00 -0400 takepointwealth.podbean.com/d3467107-7c8e-301e-aca7-0226e5160f87 Erick Arnett false No 3441 232 full Taxes in Retirement Taxes in Retirement https://takepointwealth.podbean.com/e/taxes-in-retirement/ https://takepointwealth.podbean.com/e/taxes-in-retirement/#comments Mon, 03 Mar 2025 08:00:00 -0500 takepointwealth.podbean.com/5ec5b6cf-4fa8-3ad6-87f7-ebee4ec3d073 Erick Arnett false No 3440 231 full Tackling the Twin Threats Tackling the Twin Threats https://takepointwealth.podbean.com/e/tackling-the-twin-threats/ https://takepointwealth.podbean.com/e/tackling-the-twin-threats/#comments Mon, 17 Feb 2025 08:00:00 -0500 takepointwealth.podbean.com/db9b5d9c-23c4-3394-b3d3-2ad455c067dd Erick Arnett false No 3443 230 full The Rising Trend of Early Retirements The Rising Trend of Early Retirements https://takepointwealth.podbean.com/e/the-rising-trend-of-early-retirements-1737732708/ https://takepointwealth.podbean.com/e/the-rising-trend-of-early-retirements-1737732708/#comments Fri, 24 Jan 2025 10:30:00 -0500 takepointwealth.podbean.com/d59f6c65-2411-322d-9a73-fd5cdafd9fba Erick Arnett false No 3441 229 full The Ultimate Retirement Income Plan The Ultimate Retirement Income Plan https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan-1737135697/ https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan-1737135697/#comments Mon, 20 Jan 2025 08:00:00 -0500 takepointwealth.podbean.com/22d24106-6a05-33d8-bf0a-f5e9dda1ae3a Erick Arnett false No 3442 228 full The Rising Trend of Early Retirements The Rising Trend of Early Retirements https://takepointwealth.podbean.com/e/the-rising-trend-of-early-retirements/ https://takepointwealth.podbean.com/e/the-rising-trend-of-early-retirements/#comments Mon, 13 Jan 2025 18:59:55 -0500 takepointwealth.podbean.com/3c41b167-1489-3626-8846-b9537c4a04ed Erick Arnett false No 3441 227 full The Five Financial Stages The Five Financial Stages https://takepointwealth.podbean.com/e/the-five-financial-stages-1735852581/ https://takepointwealth.podbean.com/e/the-five-financial-stages-1735852581/#comments Mon, 06 Jan 2025 08:00:00 -0500 takepointwealth.podbean.com/6c9fb22b-c9f0-3cad-8716-eb476f3646c9 Erick Arnett false No 3443 226 full Creating a Lasting Legacy Creating a Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1734107018/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1734107018/#comments Fri, 13 Dec 2024 11:23:00 -0500 takepointwealth.podbean.com/ed20a927-dd36-34ed-8214-3f7616f36fdd Erick Arnett false No 3442 225 full Retirement Unknowns Retirement Unknowns https://takepointwealth.podbean.com/e/retirement-unknowns/ https://takepointwealth.podbean.com/e/retirement-unknowns/#comments Mon, 09 Dec 2024 08:00:00 -0500 takepointwealth.podbean.com/a0159d45-bab0-3a78-9f5d-723cfbbf09c3 Erick Arnett false No 3442 224 full Retirement Planning Mind Shift Retirement Planning Mind Shift https://takepointwealth.podbean.com/e/retirement-planning-mind-shift/ https://takepointwealth.podbean.com/e/retirement-planning-mind-shift/#comments Thu, 05 Dec 2024 15:35:50 -0500 takepointwealth.podbean.com/82c2577e-f081-3c93-ad20-bc0d31c0a044 Erick Arnett false No 3486 223 full Four Retirement Unknowns Four Retirement Unknowns https://takepointwealth.podbean.com/e/four-retirement-unknowns/ https://takepointwealth.podbean.com/e/four-retirement-unknowns/#comments Mon, 25 Nov 2024 08:00:00 -0500 takepointwealth.podbean.com/bdcdfa9c-5691-325f-a54f-b7a5e1c3aa61 Erick Arnett false No 3442 222 full Creating A Lasting Legacy Creating A Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1731616166/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1731616166/#comments Mon, 18 Nov 2024 08:00:00 -0500 takepointwealth.podbean.com/60a90050-8ba5-385c-91b7-76bbdba7f96f Erick Arnett false No 3443 221 full The Ultimate Retirement Income Plan The Ultimate Retirement Income Plan https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan-1731018994/ https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan-1731018994/#comments Mon, 11 Nov 2024 08:00:00 -0500 takepointwealth.podbean.com/105068d2-0798-33b3-9555-d4b8f1fe24ca Erick Arnett false No 3442 220 full Being Prepared for Retirement Being Prepared for Retirement https://takepointwealth.podbean.com/e/being-prepared-for-retirement/ https://takepointwealth.podbean.com/e/being-prepared-for-retirement/#comments Mon, 04 Nov 2024 08:00:00 -0500 takepointwealth.podbean.com/d1be2c17-4c4a-3eb7-9a40-335d6d3c75cf Erick Arnett false No 3443 219 full The 5 Financial Stages The 5 Financial Stages https://takepointwealth.podbean.com/e/the-5-financial-stages/ https://takepointwealth.podbean.com/e/the-5-financial-stages/#comments Mon, 07 Oct 2024 08:00:00 -0400 takepointwealth.podbean.com/4be5adb7-a060-3e6f-9a4f-8224a8f78a3a Erick Arnett false No 3443 218 full Preserving & Optimizing Your 401K Preserving & Optimizing Your 401K https://takepointwealth.podbean.com/e/preserving-optimizing-your-401k/ https://takepointwealth.podbean.com/e/preserving-optimizing-your-401k/#comments Mon, 30 Sep 2024 08:00:00 -0400 takepointwealth.podbean.com/61e37ffd-f6ed-3423-989b-a565aba92144 Erick Arnett false No 3443 217 full The Ultimate Retirement Income Plan The Ultimate Retirement Income Plan https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan-1726847548/ https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan-1726847548/#comments Mon, 23 Sep 2024 08:00:00 -0400 takepointwealth.podbean.com/f06e7f9f-21c1-35ab-977b-444877427588 Erick Arnett false No 3442 216 full The Five Financial Stages The Five Financial Stages https://takepointwealth.podbean.com/e/the-five-financial-stages/ https://takepointwealth.podbean.com/e/the-five-financial-stages/#comments Fri, 13 Sep 2024 11:39:00 -0400 takepointwealth.podbean.com/c8b03ce3-25e4-32bc-b0ae-31c138a8fe52 Erick Arnett false No 3443 215 full 401K & Estate Planning 401K & Estate Planning https://takepointwealth.podbean.com/e/401k-estate-planning/ https://takepointwealth.podbean.com/e/401k-estate-planning/#comments Mon, 09 Sep 2024 08:00:00 -0400 takepointwealth.podbean.com/32b146ab-74c6-3d9a-9892-5f734069d409 Erick Arnett false No 3443 214 full Creating A Lasting Legacy Creating A Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1724878378/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy-1724878378/#comments Mon, 02 Sep 2024 08:00:00 -0400 takepointwealth.podbean.com/168c9402-ca49-3a5e-99e3-5c3cf6534c1d Erick Arnett false No 3443 213 full The Ultimate Retirement Income Plan The Ultimate Retirement Income Plan https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan/ https://takepointwealth.podbean.com/e/the-ultimate-retirement-income-plan/#comments Mon, 26 Aug 2024 08:00:00 -0400 takepointwealth.podbean.com/d36e26d4-9db7-365c-bb0c-ada78713e794 Erick Arnett false No 3442 212 full Planning for Large IRA's Planning for Large IRA's https://takepointwealth.podbean.com/e/planning-for-large-iras/ https://takepointwealth.podbean.com/e/planning-for-large-iras/#comments Thu, 15 Aug 2024 14:17:07 -0400 takepointwealth.podbean.com/0599ba2c-1625-3f57-8b8c-7a76111c353b Erick Arnett false No 3443 211 full Summary Retirement Planning Crisis Summary Retirement Planning Crisis https://takepointwealth.podbean.com/e/summary-retirement-planning-crisis/ https://takepointwealth.podbean.com/e/summary-retirement-planning-crisis/#comments Mon, 05 Aug 2024 09:56:15 -0400 takepointwealth.podbean.com/673f09c4-a486-34ca-abeb-4461c3e529cb Erick Arnett false No 3486 210 full 401K & Estate Planning 401K & Estate Planning https://takepointwealth.podbean.com/e/401l-estate-planning/ https://takepointwealth.podbean.com/e/401l-estate-planning/#comments Mon, 05 Aug 2024 09:54:47 -0400 takepointwealth.podbean.com/dc020a58-dfde-3a14-9fce-c7c72dd2965b Erick Arnett false No 3443 209 full Financial Stages of Retirement Financial Stages of Retirement https://takepointwealth.podbean.com/e/financial-stages-of-retirement/ https://takepointwealth.podbean.com/e/financial-stages-of-retirement/#comments Mon, 22 Jul 2024 08:00:00 -0400 takepointwealth.podbean.com/b77d6f65-5409-345d-8e34-aabe9a72b4e0 Erick Arnett false No 3443 208 full Decisions 2024 Decisions 2024 https://takepointwealth.podbean.com/e/decisions-2024/ https://takepointwealth.podbean.com/e/decisions-2024/#comments Wed, 17 Jul 2024 15:06:44 -0400 takepointwealth.podbean.com/13b45a9e-4921-30b0-b35f-d757e14a97b6 Erick Arnett false No 3443 207 full Creating A Lasting Legacy Creating A Lasting Legacy https://takepointwealth.podbean.com/e/creating-a-lasting-legacy/ https://takepointwealth.podbean.com/e/creating-a-lasting-legacy/#comments Wed, 17 Jul 2024 15:05:02 -0400 takepointwealth.podbean.com/95e39fd5-8862-373d-913f-0a9ee36d4c66 Erick Arnett false No 3443 206 full 10 Ways to Reduce Taxes in Retirement 10 Ways to Reduce Taxes in Retirement https://takepointwealth.podbean.com/e/10-ways-to-reduce-taxes-in-retirement/ https://takepointwealth.podbean.com/e/10-ways-to-reduce-taxes-in-retirement/#comments Mon, 03 Jun 2024 08:00:00 -0400 takepointwealth.podbean.com/f6e78cf7-cf7d-33c2-9ff4-07e1e50a87ef Erick Arnett false No 3443 205 full The Five Financial Stages of Life The Five Financial Stages of Life https://takepointwealth.podbean.com/e/the-five-financial-stages-of-life/ https://takepointwealth.podbean.com/e/the-five-financial-stages-of-life/#comments Mon, 20 May 2024 09:33:33 -0400 takepointwealth.podbean.com/1956945e-9026-3b89-a2c5-57d44521cc97 Erick Arnett false No 3442 204 full Don’t Worry, Retire Happy: How to Plan for a Successful Retirement Don’t Worry, Retire Happy: How to Plan for a Successful Retirement https://takepointwealth.podbean.com/e/don-t-worry-retire-happy-how-to-plan-for-a-successful-retirement/ https://takepointwealth.podbean.com/e/don-t-worry-retire-happy-how-to-plan-for-a-successful-retirement/#comments Fri, 10 May 2024 21:09:45 -0400 takepointwealth.podbean.com/ccd8dde4-d705-3b79-9e61-43b94db6e2e0 Erick and Jacob are back this week for an all-new episode to help you prepare for a successful retirement. Listen-in to this installment as the father-son advisory duo discusses how you can minimize the effect taxes will have on your future retirement.      

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     Erick and Jacob are back this week for an all-new episode to help you prepare for a successful retirement. Listen-in to this installment as the father-son advisory duo discusses how you can minimize the effect taxes will have on your future retirement.      

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     Erick Arnett false No 3450 203 full     Updated Online Budgeting Trends - Interview with Robin Growley Updated Online Budgeting Trends - Interview with Robin Growley https://takepointwealth.podbean.com/e/updated-online-budgeting-trends-interview-with-robin-growley/ https://takepointwealth.podbean.com/e/updated-online-budgeting-trends-interview-with-robin-growley/#comments Tue, 23 Apr 2024 18:49:03 -0400 takepointwealth.podbean.com/bf36a9f9-4cd8-3e9f-9e2a-123ca66fef03 In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     Erick Arnett false No 351 202 bonus     The Biggest Retirement Mistakes You Want to Avoid The Biggest Retirement Mistakes You Want to Avoid https://takepointwealth.podbean.com/e/the-biggest-retirement-mistakes-you-want-to-avoid/ https://takepointwealth.podbean.com/e/the-biggest-retirement-mistakes-you-want-to-avoid/#comments Fri, 19 Apr 2024 19:25:00 -0400 takepointwealth.podbean.com/49e12253-e3c5-3588-8dbb-5224a184ad22 Erick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future.     

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     Erick Arnett highlights some of the biggest retirement mistakes and bad financial decisions he sees when helping people prepare for their financial future.     

    For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     Erick Arnett false No 3450 201 full     Important Social Security Decisions for Married Couples Important Social Security Decisions for Married Couples https://takepointwealth.podbean.com/e/important-social-security-decisions-for-married-couples/ https://takepointwealth.podbean.com/e/important-social-security-decisions-for-married-couples/#comments Wed, 27 Mar 2024 17:50:34 -0400 takepointwealth.podbean.com/e5543884-9fc7-3fce-8055-01e82d269936 For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     For More Information: TakePointWealth.com

    Schedule a Complimentary Consultation with Erick Arnett

    Call Take Point Wealth Management Today at (352) 616-0511

    ]]>     Erick Arnett false No 96 200 full     Many Americans are Unprepared for Retirement – Are You? Many Americans are Unprepared for Retirement – Are You? https://takepointwealth.podbean.com/e/many-americans-are-unprepared-for-retirement-%e2%80%93-are-you/ https://takepointwealth.podbean.com/e/many-americans-are-unprepared-for-retirement-%e2%80%93-are-you/#comments Fri, 22 Mar 2024 18:41:44 -0400 takepointwealth.podbean.com/0bf5c91c-eea2-3009-98d0-993c449122a9 On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.    

    To Learn More: ActiveWealth.com

    Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352) 616-0511

     

    ]]>     On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.    

    To Learn More: ActiveWealth.com

    Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352) 616-0511

     

    ]]>     Erick Arnett false No 3455 199 full     Healthcare for Heroes: Options & Benefits for Veterans Healthcare for Heroes: Options & Benefits for Veterans https://takepointwealth.podbean.com/e/healthcare-for-heroes-options-benefits-for-veterans/ https://takepointwealth.podbean.com/e/healthcare-for-heroes-options-benefits-for-veterans/#comments Wed, 06 Mar 2024 19:10:48 -0500 takepointwealth.podbean.com/3e6687bb-f1d9-3a61-8bcc-3e1591903516 The Department of Veterans Affairs is announcing that all Veterans who were exposed to toxins and other hazards while serving in the military will be eligible to enroll directly in VA health care on March 5, 2024.

    This means that Veterans who were exposed to burn pits, Agent Orange, herbicides, chemicals, nuclear weapons, or other toxins while serving in the military – at home or abroad – will be able to enroll directly in VA health care without first applying for VA benefits.

    Retirement.Radio’s Matt McClure speaks with Dr. Shereef Elnahal, Undersecretary for Health at the VA, to find out more about how these veterans can get the help they need.

    For More Information: TakePointWealth.com

    ]]>     The Department of Veterans Affairs is announcing that all Veterans who were exposed to toxins and other hazards while serving in the military will be eligible to enroll directly in VA health care on March 5, 2024.

    This means that Veterans who were exposed to burn pits, Agent Orange, herbicides, chemicals, nuclear weapons, or other toxins while serving in the military – at home or abroad – will be able to enroll directly in VA health care without first applying for VA benefits.

    Retirement.Radio’s Matt McClure speaks with Dr. Shereef Elnahal, Undersecretary for Health at the VA, to find out more about how these veterans can get the help they need.

    For More Information: TakePointWealth.com

    ]]>     Erick Arnett false No 377 198 bonus     Ten Steps You Can Take to Retire in Ten Years or Less Ten Steps You Can Take to Retire in Ten Years or Less https://takepointwealth.podbean.com/e/ten-steps-you-can-take-to-retire-in-ten-years-or-less/ https://takepointwealth.podbean.com/e/ten-steps-you-can-take-to-retire-in-ten-years-or-less/#comments Fri, 01 Mar 2024 17:40:02 -0500 takepointwealth.podbean.com/96467904-1e41-33f0-9b26-c6b5ceb00d57 Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.  

    Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

    Schedule your complimentary consultation at TakePointWealth.com 

    ]]>     Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.  

    Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

    Schedule your complimentary consultation at TakePointWealth.com 

    ]]>     Erick Arnett false No 3450 197 full     How to Minimize Taxes & Fees in Your Retirement Accounts How to Minimize Taxes & Fees in Your Retirement Accounts https://takepointwealth.podbean.com/e/how-to-minimize-taxes-fees-in-your-retirement-accounts/ https://takepointwealth.podbean.com/e/how-to-minimize-taxes-fees-in-your-retirement-accounts/#comments Fri, 16 Feb 2024 19:48:32 -0500 takepointwealth.podbean.com/feb4de98-eb06-3be7-87bb-480f52dbca49 Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan. 

    Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

     

    Visit Our Website at TakePointWealth.com

    ]]>     Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan. 

    Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511

     

    Visit Our Website at TakePointWealth.com

    ]]>     Erick Arnett false No 3450 196 full     Avoid These Mistakes with Your 401(k) Avoid These Mistakes with Your 401(k) https://takepointwealth.podbean.com/e/avoid-these-mistakes-with-your-401k/ https://takepointwealth.podbean.com/e/avoid-these-mistakes-with-your-401k/#comments Fri, 02 Feb 2024 18:15:36 -0500 takepointwealth.podbean.com/221e2d57-0e5c-3607-b063-8233a3e47ad8 On this week’s show, Erick explains how a bond replacement can delete fees and eliminate risk for a sizable portion of your portfolio. Plus, millions of Americans are making mistakes with their 401(k) accounts. We point out those landmines so you don’t make any missteps when it comes to planning for retirement. 

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     On this week’s show, Erick explains how a bond replacement can delete fees and eliminate risk for a sizable portion of your portfolio. Plus, millions of Americans are making mistakes with their 401(k) accounts. We point out those landmines so you don’t make any missteps when it comes to planning for retirement. 

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     Erick Arnett false No 3450 195 full     Taxes in Retirement: How to Optimize Your Golden Years Taxes in Retirement: How to Optimize Your Golden Years https://takepointwealth.podbean.com/e/taxes-in-retirement-how-to-optimize-your-golden-years/ https://takepointwealth.podbean.com/e/taxes-in-retirement-how-to-optimize-your-golden-years/#comments Fri, 12 Jan 2024 16:52:10 -0500 takepointwealth.podbean.com/589b0545-b1d9-36bd-b40d-8a4d39cfc647 On this week’s show, Erick is joined by his son and partner, Jacob Arnett. Together, the guys discuss taxes in retirement while sharing strategies for dealing with the IRS and generating tax-free income. 

    Schedule your complimentary consultation now at TakePointWealth.com 

    Got questions about your money, taxes or estate planning? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     On this week’s show, Erick is joined by his son and partner, Jacob Arnett. Together, the guys discuss taxes in retirement while sharing strategies for dealing with the IRS and generating tax-free income. 

    Schedule your complimentary consultation now at TakePointWealth.com 

    Got questions about your money, taxes or estate planning? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     Erick Arnett false No 3450 194 full     Planning Ahead to Protect Your Financial Retirement Future Planning Ahead to Protect Your Financial Retirement Future https://takepointwealth.podbean.com/e/planning-ahead-to-protect-your-financial-retirement-future/ https://takepointwealth.podbean.com/e/planning-ahead-to-protect-your-financial-retirement-future/#comments Fri, 22 Dec 2023 16:50:38 -0500 takepointwealth.podbean.com/844993d2-0af0-3fa2-b1d7-3d44fc6f0b89  On this week’s show, we share the quote of the week before talking about the importance of having a tailor-made plan for your retirement. What are the important steps you must take to protect your future cashflow? Tune-in to find out, and feel free to contact Erick with your questions!

    Schedule a Call with Erick Arnett today at TakePointWealth.com or Call Anytime Directly at (352) 616-0511

    ]]>      On this week’s show, we share the quote of the week before talking about the importance of having a tailor-made plan for your retirement. What are the important steps you must take to protect your future cashflow? Tune-in to find out, and feel free to contact Erick with your questions!

    Schedule a Call with Erick Arnett today at TakePointWealth.com or Call Anytime Directly at (352) 616-0511

    ]]>     Erick Arnett false No 3471 193 full     Sports and Apparel Companies are Facing a Rough Holiday Season Sports and Apparel Companies are Facing a Rough Holiday Season https://takepointwealth.podbean.com/e/sports-and-apparel-companies-are-facing-a-rough-holiday-season/ https://takepointwealth.podbean.com/e/sports-and-apparel-companies-are-facing-a-rough-holiday-season/#comments Thu, 21 Dec 2023 18:17:46 -0500 takepointwealth.podbean.com/4be039af-69bb-305e-a12f-f58a1d269aec The holiday shopping season is typically a time of big sales numbers for retailers, but one industry seeing a big decline as of late is the sporting goods and apparel industry.

    Tune-In To More Take Point on Retirement at TakePointOnRetirement.com

    ]]>     The holiday shopping season is typically a time of big sales numbers for retailers, but one industry seeing a big decline as of late is the sporting goods and apparel industry.

    Tune-In To More Take Point on Retirement at TakePointOnRetirement.com

    ]]>     Erick Arnett false No 90 192 full     Protecting Your Retirement from Inflation and a Volatile Economy Protecting Your Retirement from Inflation and a Volatile Economy https://takepointwealth.podbean.com/e/protecting-your-retirement-from-inflation-and-a-volatile-economy/ https://takepointwealth.podbean.com/e/protecting-your-retirement-from-inflation-and-a-volatile-economy/#comments Mon, 04 Dec 2023 13:06:13 -0500 takepointwealth.podbean.com/445f44ad-e0c8-31c5-84a8-d6c0fefac368 On this week’s episode, Erick is back with important information to help listeners outpace inflation with their retirement plans. Plus, what is “sequence of returns risk” and why does it matter? Listen-in to learn how Take Point Wealth can protect you from market volatility and other risks that could put your retirement in jeopardy. 

    Schedule a complimentary consultation with Erick Arnett today at TakePointWealth.com 

    Got questions about your retirement? Call Take Point Wealth Management now at (352) 616-0511

    ]]>     On this week’s episode, Erick is back with important information to help listeners outpace inflation with their retirement plans. Plus, what is “sequence of returns risk” and why does it matter? Listen-in to learn how Take Point Wealth can protect you from market volatility and other risks that could put your retirement in jeopardy. 

    Schedule a complimentary consultation with Erick Arnett today at TakePointWealth.com 

    Got questions about your retirement? Call Take Point Wealth Management now at (352) 616-0511

    ]]>     Erick Arnett false No 3450 191 full     Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings Beware Bank CDs: Smart Safe Alternatives to Your Retirement Savings https://takepointwealth.podbean.com/e/beware-bank-cds-smart-safe-alternatives-to-your-retirement-savings/ https://takepointwealth.podbean.com/e/beware-bank-cds-smart-safe-alternatives-to-your-retirement-savings/#comments Fri, 27 Oct 2023 17:28:42 -0400 takepointwealth.podbean.com/a4475385-58ff-3ac1-9eec-3e07d5031834 On this week’s episode of Take Point on Retirement, Erick shares a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Plus – why estate plans are for everyone, not just the wealthy!

    For More Information, Visit TakePointOnRetirement.com

    ]]>     On this week’s episode of Take Point on Retirement, Erick shares a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Plus – why estate plans are for everyone, not just the wealthy!

    For More Information, Visit TakePointOnRetirement.com

    ]]>     Erick Arnett false No 3476 190 full     Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund Retirement Redefined: Reverse Mortgages - Interview w/ Michael Forslund https://takepointwealth.podbean.com/e/retirement-redefined-reverse-mortgages-interview-w-michael-forslund/ https://takepointwealth.podbean.com/e/retirement-redefined-reverse-mortgages-interview-w-michael-forslund/#comments Fri, 22 Sep 2023 17:19:02 -0400 takepointwealth.podbean.com/21632626-ecfd-3dfb-a131-1dfb601bbb71 On this week’s episode of Take Point on Retirement, Erick welcomes Michael Forslund to the show to discuss the advantages of reverse mortgages for retirees. Contact us today to learn more and discover if a reverse mortgage is right for you.

    For More Information: TakePointWealth.com

    To Contact Michael Forslund: Click Here

    Questions about your Retirement?

    Call Take Point Wealth Management today at (352) 616-0511

    ]]>     On this week’s episode of Take Point on Retirement, Erick welcomes Michael Forslund to the show to discuss the advantages of reverse mortgages for retirees. Contact us today to learn more and discover if a reverse mortgage is right for you.


    For More Information: TakePointWealth.com

    To Contact Michael Forslund: Click Here

    Questions about your Retirement?

    Call Take Point Wealth Management today at (352) 616-0511

    ]]>     Erick Arnett false No 3450 189 full     From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning From Faith to Financial Freedom: Spiritual Wisdom for Retirement Planning https://takepointwealth.podbean.com/e/from-faith-to-financial-freedom-spiritual-wisdom-for-retirement-planning/ https://takepointwealth.podbean.com/e/from-faith-to-financial-freedom-spiritual-wisdom-for-retirement-planning/#comments Fri, 18 Aug 2023 16:50:13 -0400 takepointwealth.podbean.com/747ed348-022e-3ad9-a40b-7273e5389b98 On this week’s episode of Take Point on Retirement, Erick welcomes Pastor Joe Caputo to the show to share spiritual wisdom for pre-retirees and retirees. Navigating retirement is a challenge we all face, and the team at Take Point Wealth Management is here to help!

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about your retirement? Call Take Point Wealth Management today at (352) 616-0511

     

    ]]>     On this week’s episode of Take Point on Retirement, Erick welcomes Pastor Joe Caputo to the show to share spiritual wisdom for pre-retirees and retirees. Navigating retirement is a challenge we all face, and the team at Take Point Wealth Management is here to help!

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about your retirement? Call Take Point Wealth Management today at (352) 616-0511

     

    ]]>     Erick Arnett false No 3456 188 full     Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters Practical Tips to Save on Energy Costs - Retirement.Radio Network Cost-Cutters https://takepointwealth.podbean.com/e/practical-tips-to-save-on-energy-costs-retirementradio-network-cost-cutters/ https://takepointwealth.podbean.com/e/practical-tips-to-save-on-energy-costs-retirementradio-network-cost-cutters/#comments Thu, 17 Aug 2023 15:21:53 -0400 takepointwealth.podbean.com/5385ce20-fcdd-3dc8-b5d0-82726057e3db Explore energy-saving tips for every budget, and learn solutions that go beyond the basics. Tune-in for ways to reduce your electric bill beyond switching off lights and taking shorter showers. 

    For More Information: TakePointOnRetirement.com

    ]]>     Explore energy-saving tips for every budget, and learn solutions that go beyond the basics. Tune-in for ways to reduce your electric bill beyond switching off lights and taking shorter showers. 

    For More Information: TakePointOnRetirement.com

    ]]>     Erick Arnett false No 100 bonus     Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary! Navigating Taxes During Retirement: How to Avoid Paying More Than Necessary! https://takepointwealth.podbean.com/e/navigating-taxes-during-retirement-how-to-avoid-paying-more-than-necessary/ https://takepointwealth.podbean.com/e/navigating-taxes-during-retirement-how-to-avoid-paying-more-than-necessary/#comments Fri, 11 Aug 2023 18:08:02 -0400 takepointwealth.podbean.com/875583e3-782d-3d52-b6e8-8a7b55f2be4f On this week’s episode of Take Point on Retirement, Erick welcomes tax expert Randy Woodruff who serves listeners and clients for Take Point Wealth Management. The guys discuss strategies for reducing your future tax bills and maximizing the retirement savings you have worked so hard for.

    For More Information: https://TakePointWealth.com

    ]]>     On this week’s episode of Take Point on Retirement, Erick welcomes tax expert Randy Woodruff who serves listeners and clients for Take Point Wealth Management. The guys discuss strategies for reducing your future tax bills and maximizing the retirement savings you have worked so hard for.

    For More Information: https://TakePointWealth.com

    ]]>     Erick Arnett false No 2500 187 full     Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness Health is Wealth: Retirement Lifestyle Tips with EPIC Health & Fitness https://takepointwealth.podbean.com/e/health-is-wealth-retirement-lifestyle-tips-with-epic-health-fitness/ https://takepointwealth.podbean.com/e/health-is-wealth-retirement-lifestyle-tips-with-epic-health-fitness/#comments Fri, 28 Jul 2023 16:35:05 -0400 takepointwealth.podbean.com/62ea7a5d-18dd-3bca-855d-b1df251231c8 On this week’s episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember – your personal health is one of your greatest assets!

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     On this week’s episode of Take Point on Retirement, Erick discusses the role your health plays in your overall retirement picture. Remember – your personal health is one of your greatest assets!

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     Erick Arnett false No 1738 186 full     How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans How to Delete Fees and Avoid Probate with Your Retirement and Estate Plans https://takepointwealth.podbean.com/e/how-to-delete-fees-and-avoid-probate-with-your-retirement-and-estate-plans/ https://takepointwealth.podbean.com/e/how-to-delete-fees-and-avoid-probate-with-your-retirement-and-estate-plans/#comments Fri, 21 Jul 2023 18:17:00 -0400 takepointwealth.podbean.com/4439e8f2-cd8f-3e70-ae73-6ea43996654a On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.

    For More Information: TakePointWealth.com

    Subscribe to Our YouTube Channel

    ]]>     On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.

    For More Information: TakePointWealth.com

    Subscribe to Our YouTube Channel

    ]]>     Erick Arnett false No 3450 185 full     Estate Planning is For Everyone with Sarah Elyaman Estate Planning is For Everyone with Sarah Elyaman https://takepointwealth.podbean.com/e/estate-planning-is-for-everyone-with-sarah-elyaman/ https://takepointwealth.podbean.com/e/estate-planning-is-for-everyone-with-sarah-elyaman/#comments Fri, 14 Jul 2023 17:39:04 -0400 takepointwealth.podbean.com/3a6bdb3c-7744-3428-a2af-4a7532b08087 On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.

    Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com 

    Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511

    ]]>     Erick Arnett false No 3450 184 full     How to Be Like Warren Buffett and Win with Your Money How to Be Like Warren Buffett and Win with Your Money https://takepointwealth.podbean.com/e/how-to-be-like-warren-buffett-and-win-with-your-money/ https://takepointwealth.podbean.com/e/how-to-be-like-warren-buffett-and-win-with-your-money/#comments Fri, 30 Jun 2023 15:27:47 -0400 takepointwealth.podbean.com/b052484f-18dd-3f8d-8fbe-6f8c015a631f On this week’s episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can take action and improve your own financial plan today.

    Plus, is financial jargon causing you confusion and frustration? Erick explains how he can help you get back to the basics during your complimentary consultation with Take Point Wealth Management.

    Got Questions about taxes or your investments? Call Take Point Wealth Management at (352) 616-0511

    For More Information: https://TakePointOnRetirement.com 

    ]]>     On this week’s episode of Take Point on Retirement, Erick explains how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can take action and improve your own financial plan today.

    Plus, is financial jargon causing you confusion and frustration? Erick explains how he can help you get back to the basics during your complimentary consultation with Take Point Wealth Management.

    Got Questions about taxes or your investments? Call Take Point Wealth Management at (352) 616-0511

    For More Information: https://TakePointOnRetirement.com 

    ]]>     Erick Arnett false No 3450 183 full     Protecting Your Retirement from Taxes and Fees Protecting Your Retirement from Taxes and Fees https://takepointwealth.podbean.com/e/protecting-your-retirement-from-taxes-and-fees/ https://takepointwealth.podbean.com/e/protecting-your-retirement-from-taxes-and-fees/#comments Fri, 23 Jun 2023 19:03:31 -0400 takepointwealth.podbean.com/b2672767-d49d-3d2e-98d1-bdb883af1745 On this week’s show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree – taxes and fees. Do you have a solid plan in place to get you to and through retirement?

    For More Information Visit TakePointWealth.com

    Follow our YouTube Channel

    ]]>     On this week’s show, Erick explains how he helps people prepare for retirement by focusing on two significant headwinds for every retiree – taxes and fees. Do you have a solid plan in place to get you to and through retirement?

    For More Information Visit TakePointWealth.com

    Follow our YouTube Channel

    ]]>     Erick Arnett false No 3450 182 full     Is Now the Time to Refinance Your Mortgage? - Retirement.Radio Network Weekly Vignette Series Is Now the Time to Refinance Your Mortgage? - Retirement.Radio Network Weekly Vignette Series https://takepointwealth.podbean.com/e/is-now-the-time-to-refinance-your-mortgage-retirementradio-network-weekly-vignette-series/ https://takepointwealth.podbean.com/e/is-now-the-time-to-refinance-your-mortgage-retirementradio-network-weekly-vignette-series/#comments Thu, 25 May 2023 11:23:44 -0400 takepointwealth.podbean.com/03ed80b4-aa3c-3cf7-ac50-05477c1fd377 Produced by Matt McClure

    In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment. That’s the topic of this week’s Cost Cutter vignette

    For more information, visit TakePointWealth.com

    ]]>     Produced by Matt McClure

    In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment. That’s the topic of this week’s Cost Cutter vignette

    For more information, visit TakePointWealth.com

    ]]>     Erick Arnett false No 93 181 bonus     How to Start Planning for a Successful Retirement How to Start Planning for a Successful Retirement https://takepointwealth.podbean.com/e/how-to-start-planning-for-a-successful-retirement/ https://takepointwealth.podbean.com/e/how-to-start-planning-for-a-successful-retirement/#comments Fri, 19 May 2023 12:56:56 -0400 takepointwealth.podbean.com/50605ce7-4f09-3227-81d4-bafe8fdb5970 Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?

    Plus, we detail some critical steps you need to take before you retire or start taking Social Security.

    Schedule your free retirement consultation with Erick at TakePointWealth.com

    Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick shares some important information about the debt ceiling and why it matters for current and future retirees. Is your retirement plan accounting for future tax increases?

    Plus, we detail some critical steps you need to take before you retire or start taking Social Security.

    Schedule your free retirement consultation with Erick at TakePointWealth.com

    Got questions about taxes or your retirement savings? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick Arnett false No 3450 180 full     What Savvy Americans Are Doing to Protect Their Retirement What Savvy Americans Are Doing to Protect Their Retirement https://takepointwealth.podbean.com/e/what-savvy-americans-are-doing-to-protect-their-retirement/ https://takepointwealth.podbean.com/e/what-savvy-americans-are-doing-to-protect-their-retirement/#comments Fri, 28 Apr 2023 16:13:38 -0400 takepointwealth.podbean.com/ad47e1c3-6580-34f2-9f4d-b5ce4491e0cd On this week’s show, Erick and Sam discuss the top habits wealthy Americans build in order to grow their wealth. Then, we welcome on a legal expert to discuss the importance of having a proper plan in place for your estate.

    For More Information: TakePointWealth.com

    ]]>     On this week’s show, Erick and Sam discuss the top habits wealthy Americans build in order to grow their wealth. Then, we welcome on a legal expert to discuss the importance of having a proper plan in place for your estate.

    For More Information: TakePointWealth.com

    ]]>     Erick Arnett false No 3450 179 full     What You Can Do Now to Save on Taxes for 2023 and Beyond What You Can Do Now to Save on Taxes for 2023 and Beyond https://takepointwealth.podbean.com/e/what-you-can-do-now-to-save-on-taxes-for-2023-and-beyond/ https://takepointwealth.podbean.com/e/what-you-can-do-now-to-save-on-taxes-for-2023-and-beyond/#comments Fri, 21 Apr 2023 15:27:27 -0400 takepointwealth.podbean.com/2750477f-9429-337f-99c8-9a7cef795258 On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.

    Work with a team who has your family’s best interests in mind!

    Schedule a free retirement consultation with Erick at TakePointWealth.com

    Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

    ]]>     On this week’s show, Erick and Randy start by encouraging listeners to get a head start on next year by implementing smart tax-saving strategies now. We share our quote of the week and help explain why interest rates have made it a great time to get more defensive with your retirement investments.

    Work with a team who has your family’s best interests in mind!

    Schedule a free retirement consultation with Erick at TakePointWealth.com

    Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick Arnett false No 3450 178 full     Addressing the Top Concerns of Today’s Retirees Addressing the Top Concerns of Today’s Retirees https://takepointwealth.podbean.com/e/addressing-the-top-concerns-of-today-s-retirees/ https://takepointwealth.podbean.com/e/addressing-the-top-concerns-of-today-s-retirees/#comments Fri, 31 Mar 2023 16:22:41 -0400 takepointwealth.podbean.com/546a7868-1708-38b7-adde-102b05288684 Erick and Randy open the show by sharing advice for those who are nearing retirement. Then, Erick lists the top concerns that retirees and pre-retirees are worried about, and offers solutions to these obstacles we will all face.

    It’s time to work with a team who has your family’s best interests in mind. 

    Schedule your free retirement consultation with Erick at TakePointWealth.com

    Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick and Randy open the show by sharing advice for those who are nearing retirement. Then, Erick lists the top concerns that retirees and pre-retirees are worried about, and offers solutions to these obstacles we will all face.

    It’s time to work with a team who has your family’s best interests in mind. 

    Schedule your free retirement consultation with Erick at TakePointWealth.com

    Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick Arnett false No 3450 177 full     What Really Happened During the Silicon Valley Bank Collapse | Interview with Rohan Ganduri What Really Happened During the Silicon Valley Bank Collapse | Interview with Rohan Ganduri https://takepointwealth.podbean.com/e/what-really-happened-during-the-silicon-valley-bank-collapse-interview-with-rohan-ganduri/ https://takepointwealth.podbean.com/e/what-really-happened-during-the-silicon-valley-bank-collapse-interview-with-rohan-ganduri/#comments Wed, 22 Mar 2023 12:11:11 -0400 takepointwealth.podbean.com/7c14ba2c-b412-32af-a234-ba187ac7000a An interview with Rohan Ganduri, Assistant Professor of Finance at Goizueta Business School at Emory University. Conducted by Retirement.Radio Network Producer Matt McGlure.

    Rohan outlines the recent bank failure at Silicon Valley Bank while explaining what you can do to protect your hard-earned money from a potential banking crisis.

     

    For More Information, Visit TakePointWealth.com 

    ]]>     An interview with Rohan Ganduri, Assistant Professor of Finance at Goizueta Business School at Emory University. Conducted by Retirement.Radio Network Producer Matt McGlure.

    Rohan outlines the recent bank failure at Silicon Valley Bank while explaining what you can do to protect your hard-earned money from a potential banking crisis.

     

    For More Information, Visit TakePointWealth.com 

    ]]>     Erick Arnett false No 430 176 full     Explaining the Recent Bank Failures: Be Prepared, Not Scared! Explaining the Recent Bank Failures: Be Prepared, Not Scared! https://takepointwealth.podbean.com/e/explaining-the-recent-bank-failures-be-prepared-not-scared/ https://takepointwealth.podbean.com/e/explaining-the-recent-bank-failures-be-prepared-not-scared/#comments Fri, 17 Mar 2023 16:03:29 -0400 takepointwealth.podbean.com/a0835206-b38d-3287-ab21-de86012c73d5 Erick outlines the recent bank failures at Silicon Valley Bank and Signature Bank while explaining what you can do to protect your hard-earned money from a potential crisis. Also, your retirement nest egg may be smaller than you think – Erick explains how to kick the IRS out of being your partner in retirement.

    Don’t let taxes hold you back in retirement!

    Schedule your free retirement consultation with Erick today at TakePointWealth.com

    Got Questions? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick outlines the recent bank failures at Silicon Valley Bank and Signature Bank while explaining what you can do to protect your hard-earned money from a potential crisis. Also, your retirement nest egg may be smaller than you think – Erick explains how to kick the IRS out of being your partner in retirement.

    Don’t let taxes hold you back in retirement!

    Schedule your free retirement consultation with Erick today at TakePointWealth.com

    Got Questions? Call Take Point Wealth Management at (352) 616-0511

    ]]>     Erick Arnett false No 3450 175 full